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TransUnion

Name Holding Trade Value Shares
Change
Change in
Stake
EBA
401
Eagle Bay Advisors
New York
$67K
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$65K +$62.3K +544 New
TIM
403
Tortoise Investment Management
New York
$63K
WT
404
Whittier Trust
California
$63K
PFBT
405
Parkside Financial Bank & Trust
Missouri
$52K +$573 +5 +1%
AssetMark Inc
406
AssetMark Inc
California
$52K +$43K +375 +605%
C
407
Covestor
United Kingdom
$52K +$50.1K +437 New
GEA
408
Glen Eagle Advisors
New Jersey
$43.9K
PCG
409
Private Capital Group
Connecticut
$41K
PFGIA
410
Patriot Financial Group Insurance Agency
Massachusetts
$38K
FAM
411
Fred Alger Management
New York
$36K
VNA
412
Valley National Advisers
Pennsylvania
$36K +$34.4K +300 New
AF
413
Advisornet Financial
Minnesota
$31K +$1.15K +10 +4%
KFP
414
KB Financial Partners
New Jersey
$31K +$29.8K +260 New
MA
415
MUFG Americas
New York
$30K +$28.7K +250 New
SFO
416
Standard Family Office
South Dakota
$30K +$28.7K +250 New
WTA
417
Washington Trust Advisors
Massachusetts
$26K +$25.4K +222 New
UB
418
UMB Bank
Missouri
$26K +$25.7K +224 New
HNB
419
Huntington National Bank
Ohio
$22K -$1.72K -15 -8%
SSB
420
Sandy Spring Bank
Maryland
$22K
WPA
421
West Paces Advisors
Georgia
$20.2K +$18.3K +160 +1,600%
PB
422
Pinnacle Bancorp
Nebraska
$18K -$10.4K -91 -38%
FF
423
FourThought Financial
Florida
$16K
SPIA
424
Steward Partners Investment Advisory
New York
$15K
CFO
425
CVA Family Office
Colorado
$14K +$13.2K +115 New